Prompta AI

Salesforce Transformation — Enhanced Operational Efficiency (TPM | Latin America)

Business Situation

A global Fortune 500 organization modernized its Trade Promotion Management (TPM) capability by moving to Salesforce across its Latin American business. The shift required more than a system rollout—it required changes in mindsets, behaviours, roles, decision rights, and operating discipline across commercial and supply chain teams.

The goal was a smooth launch and sustained adoption, while respecting the region’s unique culture and operating realities.

Prompta’s Solution

Prompta supported the program with an AI-enabled change approach that replaced assumptions with evidence and converted that evidence into targeted actions.

  • Sense: captured privacy-first workforce insight signals at key moments (text-based, no HRIS dependency, no PII).
  • Analyze: translated input into clear themes and segmented friction points (by function/role/workstream/location as needed).
  • Act: ran Insight-to-Action sprints to align leaders and people managers on the few actions that mattered most—driving adoption and reducing workarounds.
  • Engage: closed the loop so teams could see what was heard and what was changing—building trust and reinforcing follow-through.
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This approach complemented engagement and enablement by ensuring leader/manager ownership and focusing effort where adoption risk was highest.

Business Outcomes

Streamlined the promotion planning and execution process and reduce manual errors and payment duplication for a year-over-year savings of over $200K.

Increased trade spend visibility which enabled data-driven decisions on promotion success and promotion ROI – enabling more funds to be allocated to more profitable promotions.  

Improved visibility increased overall customer satisfaction and retention – Prompta AI results pointed to 14% increase in overall customer satisfaction rating.

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